INVESTMENT CONSULTING

VALUEworks provides the full range of investment consulting services to private wealth holders seeking to align their capital with their core values. Unlike other family offices, VALUEworks does not act as an asset manager. Instead, as a prudent and fully independent consultant, we take your values, individual life stages and overall wealth into account and translate these into a sustainable investment framework.

We support you in carefully selecting custodian banks and extraordinary asset managers that understand what matters most to you. We review and monitor the performance, risk and costs of your investments. Our customised reporting and consolidation services enable you to make informed decisions on all of your investments.

Taking a long term and holistic view, VALUEworks’ investment consulting gives you clarity, confidence and control over your wealth at whatever stage, from selling a family business through to dealing with intergenerational wealth issues.